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Colorado Colorado

Find Retirement Planners for Retirement Planning in Colorado

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Colorado, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Colorado

Adam J. Strickman

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229

303-252-9777

Don Leander

Financial Planning Strategies

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919

719-266-5335

Jack Venable

Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

9351 Grant St
Suite 300

Thornton, CO 80229

303-252-9777

Paul O'Hara & Jeffrey S. Markewich

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

Stephen Gordon

Cornerstone Asset Management

One DTC 5251 DTC Parkway
Suite 990

Greenwood Village, CO 80111

303-779-2524

Clay Anderson

Ascendance Wealth

10335 County Lane 5

Olney Springs, CO 81062

303-264-4797

Justin Pritchard

Approach Financial, Inc.

402 South 2nd Street, Suite 6

Montrose, CO 81401

970-765-0595

Mark Starosciak | CERTIFIED FINANCIAL PLANNER

Infinium Investment Advisors, LLC

50 South Steele Street #830

Denver, CO 80209

720-253-1818

Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111

303-222-7100

Amy Bertle

Allworth Financial

8055 East Tufts Avenue Suite 1310

Denver, CO 80237

888-242-6766

Claire Mork

Edelman Financial Engines, LLC

1120 W. 122nd Avenue,
Suite 300

Westminster, CO 80234

720-354-3474

Clay Ernst

Edelman Financial Engines, LLC

8610 Explorer Drive Suite 120

Colorado Springs, CO 80920

408-565-8564

Personal Capital

Personal Capital Advisors Corporation

1099 18th Street
Suite 2400

Denver, CO 80222

650-556-1310

Phil Wilson

Edelman Financial Engines, LLC

10012 Commons Street
Suite 108

Lone Tree, CO 80124

303-799-4565

Wendy Martinez

Edelman Financial Engines, LLC

1635 Foxtrail Drive
Suite 125

Loveland, CO 80538

720-354-3473

Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525

970-672-1236

Diane Zing

Trilogy Financial

101 University Blvd.
Suite 450

Denver, CO 80206

303-749-6115

Crestone Capital, LLC

Crestone Capital, LLC

1048 Pearl Street, Suite 450

Boulder, CO 80302

303-442-4447

List of Additional Retirement Planners in Colorado*

* Additional advisor listing is provided in partnership with Yext

The Bowman Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6208

Jodi Fleisher - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2076

Aggregate Wealth Management

1660 South Albion Street
Suite 223

Denver, CO 80222
303-300-5043

Accrue Financial Services

1430 Larimer Street
Suite 203

Denver, CO 80202
303-906-6073

Allstate Personal Financial Representative: Michael Harvey

7985 Allison Way
Unit B

Arvada, CO 80005
214-986-9701

Agora Wealth Management

1425 North Union Boulevard

Colorado Springs, CO 80909
719-272-0203

Integrated Financial Architects

12760 Stroh Ranch Way
Suite 102

Parker, CO 80134
303-663-0111

Aegis Financial Partners

1510 28th Street
Suite 100

Boulder, CO 80303
303-793-9350

First Command Financial Advisor - Angie Stowell

3033 S Parker Road
Suite 400

Aurora, CO 80014
303-695-1199

Ascent Financial Strategies LLC

2150 Hollow Brook Drive
Suite 210

Colorado Springs, CO 80918
719-532-9960

Bedford Wealth Advisors

7850 Edelweiss Court

Boulder, CO 80303
303-499-8800

Animas Capital Management, LTD

1485 Florida Road
Suite C202

Durango, CO 81301
970-385-2555

Bill Bowman Jr. - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6208

Allstate Personal Financial Representative: Amber Sandhoff

9719 W Coal Mine Ave
Unit C

Littleton, CO 80123
720-437-9797

Allstate Personal Financial Representative: Douglas Kierstein

8308 Colorado Blvd
Ste 202

Firestone, CO 80504
303-638-7245

Jason Chao - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6310

The Raben/McLaurin Group - UBS Financial Services Inc.

3711 John F. Kennedy Parkway
Suite 410

Fort Collins, CO 80525
970-498-4010

Allstate Personal Financial Representative: Viki Mann

1051 Main St

Windsor, CO 80550
970-686-1026

Shelley Ford - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-925-9734

First Command Financial Advisor - John Bennett

3033 S Parker Road
Suite 400

Aurora, CO 80014
303-695-1199

The J&L Team - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3172

Goosehead Insurance - Patricia Reimann

1615 Platte St

Denver, CO 80202
303-850-2659

Goosehead Insurance - Shelby Edwards

10200 W 44th Ave

Wheat Ridge, CO 80033
303-570-0136

Goosehead Insurance - Brian Heraty

7535 East Hampden Avenue
Suite 400

Denver, CO 80231
720-599-1883

Thiensa Nguyen

303-221-3639

First Command Financial Advisor - Andrew Lawfield

3033 S Parker Road
Suite 400

Aurora, CO 80014
303-695-1199

Mortgage Solutions Financial Estes Park

501 Saint Vrain Ln
Ste 101

Estes Park, CO 80517
970-577-9200

NLAA Wealth Management Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-820-5010

Rocky Mountain Wealth Consulting Group - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1517

Morgan Stanley Financial Advisors

940 Main Ave

Durango, CO 81301
970-259-0937

America's Tax Solutions

5690 DTC Blvd
Suite 670E

Greenwood Village, CO 80111
303-514-9466

Mark B. Luiz - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5027

Denver Wealth Consulting Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5087

The Malloy Wealth Management Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3977

Robert Johnson - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5521

Centennial Capital Partners

13984 W. Bowles Ave.
Suite 200

Littleton, CO 80127
866-511-1281

Aton Advisors

303-957-5685

George Michael Belme - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2332

NOVA Financial Services

5731 Silverstone Terrace
Suite 280

Colorado Springs, CO 80919
719-632-0445

Callaway Team - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5733

Thompson River Ranch - Oakwood Homes - Carriage House

3617 Valleywood Ct

Johnstown, CO 80534
970-347-8346

Banning Lewis Ranch - Oakwood Homes - Park House

6845 Backcountry Loop

Colorado Springs, CO 80927
719-380-5085

Oakwood Homes Colorado Springs Support Center

1290 N Newport Rd

Colorado Springs, CO 80916
719-380-5040

The Reserve - Green Valley Ranch

4914 Picadilly Rd

Aurora, CO 80249
303-486-8915

The Enclave - Oakwood Homes

20968 E Beekman Pl

Denver, CO 80249
303-486-8742

Green Valley Ranch - Oakwood Homes - Carriage House

4606 N Quatar Ct

Aurora, CO 80019
303-486-8504

First Command Financial Advisor - Shauna Mitchell

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

Edward Jones - Financial Advisor: Mekenzie Jones

636 Coffman Street
Suite 202

Longmont, CO 80501
303-774-0110

Altitude Financial Planning

1880 Office Club Pt
203

Colorado Springs, CO 80920
719-481-5898

Aspen Wealth Management, Inc.

3939 E Arapahoe Road
Suite 100

Centennial, CO 80122
303-261-8014

David L. Shuler Jr., LUTCF

370 Interlocken Boulevard
Suite 600

Broomfield, CO 80021
303-403-5608

Craig G Zeller - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4048

Michael Crotty - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5344

Michael V Brown - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5116

Robert McAllister - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6220

Wendi Miles-Boykin

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

Strongpoint Financial Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5019

Investment Center Advisor Group

290 East 25th Street
Suite 100

Loveland, CO 80538
970-622-2366

Fidelity Mortgage - Grand Junction

700 Belford Avenue
# 300

Grand Junction, CO 81501
970-242-7000

Jason W. Lord, CFP, CPWA - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5748

Upstream Investment Partners

9380 Station Street
Suite 535

Lone Tree, CO 80124
720-506-4204

Andrew Kauth, CPWA, CIMA, RMA - UBS Financial Services Inc.

Downtown Denver
370 17th Street

Denver, CO 80202
303-481-1506

Allstate Personal Financial Representative: Derek Woods

2373 Ctrl Park Blvd
Unit 105

Denver, CO 80238
720-498-2496

Gregory P. Watson - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
616-771-6006

Thomas Helms - Morgan Stanley

940 Main Ave

Durango, CO 81301
970-385-7124

Stewardship Colorado

1240 Bergen Parkway
Suite A-220

Evergreen, CO 80439
303-500-1930

Allstate Personal Financial Representative: Janice Boyte

6901 S Pierce St
Ste 380

Littleton, CO 80128
303-973-7508

Bret A. Roberts - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5109

Mountain West Retirement, LLC

10730 East Bethany Drive
Suite 155

Aurora, CO 80014
303-500-1255

CORE Financial

2120 Milestone Dr
Unit 101

Fort Collins, CO 80525
970-226-2744

Southwest Financial & Retirement Services

999 18th Street
Suite 1230 - South Tower

Denver, CO 80202
303-933-8844

Retirement Planning Center of the Rockies

750 W Eisenhower Blvd
Suite 300

Loveland, CO 80537
970-663-3211

Lane Strategies

6855 South Havana
#270

Centennial, CO 80112
303-768-8135

Margaret English

6820 West Princeton Avenue

Denver, CO 80235
303-793-0605

Western Wealth Management

277 East 3rd Avenue
#A

Durango, CO 81301
970-422-5200

Solid Money Solutions

4610 South Ulster Street
Suite 150

Denver, CO 80237
303-862-5200

Oakwood Homes Design Center

18655 Green Valley Ranch Blvd

Denver, CO 80249
303-486-8600

Reunion - Oakwood Homes - Meridian Collection

17899 E 107th Pl

Commerce City, CO 80022
303-486-8841

Thompson River Ranch - Oakwood Homes - Park House

3663 Driftwood Dr

Johnstown, CO 80534
970-347-8345

Global Wealth Management Group

3801 East Florida Ave
Suite 400

Denver, CO 80210
303-747-5688

Front Range Wealth Management

6000 Greenwood Plaza Boulevard
Suite 100

Greenwood Village, CO 80111
303-515-6490

Cronkhite Wealth Strategies

1720 Jet Stream Drive
Suite 210

Colorado Springs, CO 80921
719-266-1267

Mark D. Arlen & Associates

8055 E Tufts Ave
Ste 1400

Denver, CO 80237
303-793-9377

The Rocky Mountain Group - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6316

Doleman Wealth Management LLC

621 17th Street
Suite 1425

Denver, CO 80293
720-283-2121

Matthew Y. Parish - UBS Financial Services Inc.

10375 Park Meadows Drive
Suite 400

Lone Tree, CO 80124
303-267-3013

First Command Financial Advisor - Jenna Clifford

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

Tucker Eliot Group - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
719-545-6630

J P Morand & Company

6500 S Quebec Street
Suite 300

Englewood, CO 80111
303-860-1234

Michael Hess

5350 S Roslyn Street
Suite 240-J

Greenwood Village, CO 80111
303-948-0235

Gordon Baker

5350 S Roslyn Street
Suite 240-J

Greenwood Village, CO 80111
303-948-0235

ERSI Wealth Management

7009 S. Potomac St.
Suite 102

Centennial, CO 80112
720-876-2323

THE PERL GROUP - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5507

Richard H Parker - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4840

Carol Bowman - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6222

WAITE INVESTMENT GROUP ADVISORS

360 W. Park Drive
Suite 200

Grand Junction, CO 81501
970-822-4570

Allstate Personal Financial Representative: Leah Vos

1075 W Horsetooth Rd

Fort Collins, CO 80526
970-232-8834

The Brown Wealth Management Team - UBS Financial Services Inc.

90 South Cascade Avenue
Suite 900

Colorado Springs, CO 80903
719-520-3601

NewBridge Wealth Management - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-481-1504

Barbara Davidman - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2411

Joseph Pepper

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

Ryan Financial

7800 East Union Avenue
Suite 450

Denver, CO 80237
303-243-3388

Rocky Mountain Wealth Management

2505 Walnut Street
2nd Floor

Boulder, CO 80302
303-444-4415

Witherspoon Wealth Management - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5348

Fassi Financial

125 South Howes Street
Suite 910

Fort Collins, CO 80521
970-416-0088

Edward Jones - Financial Advisor: Jon Mills

190 Talisman Dr
Unit B-3

Pagosa Springs, CO 81147
970-731-5100

Michael J. Fowles - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-5603

Steve M. Kehoe, CFP - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-402-5510

Altius Financial

1777 S. Harrison Street
Suite 810

Denver, CO 80210
303-584-9271

JMR Partners - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3978

Harris Tax & Wealth Management, PC

7112 W Jefferson Avenue
Suite 107

Lakewood, CO 80235
303-985-7654

Bonnie Gibbs, CFP, CIMA, CDFA - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-267-3012

Banning Lewis Ranch - Oakwood Homes - Carriage House

6782 John Muir Trail

Colorado Springs, CO 80908
719-380-5091

The Retreat - Banning Lewis Ranch

8739 Tranquil Knoll Ln

Colorado Springs, CO 80908
719-380-5092

Pinnacle Wealth Management

2696 South Colorado Boulevard
Suite 430

Denver, CO 80222
303-806-0988

Kory Miller Financial Management

2144 45th Ave

Greeley, CO 80634
970-330-4676

Ray Langel - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4876

Integrated Benefits Inc.

970-975-0280

QCL Financial

1055 3280 28th St

Boulder, CO 80301
719-353-8845

Dala Financial Services

2720 Tartan Lane

Colorado Springs, CO 80920
719-963-3674

First Command Financial Advisor - Mitchell Aase

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Mosaic Retirement Planning, LLC

7200 S Alton Way
Suite B290

Centennial, CO 80112
720-617-4400

RTI Wealth Management

400 E Horsetooth Road
Suite 201

Fort Collins, CO 80525
970-236-8800

The Warren Group Denver - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4077

Paul Luchau | The Momentous Group

150 W 9th Ave
Suite 4417

Denver, CO 80204
720-291-5090

Sheri R. Di Paglia - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-689-2657

Core Values Investment Management

9085 East Mineral Circle
Suite 270

Centennial, CO 80112
303-792-5373

The Timberline Group, LLC

16748 East Smoky Hill Road
#320

Centennial, CO 80015
303-680-4240

Catalyst Retirement Advisors

7900 East Union Avenue
#120

Denver, CO 80237
303-617-7270

Paladin Wealth Management, LLC

946 Koss Street

Erie, CO 80516
303-393-2406

Integrated Investment Group, Inc.

6400 S Fiddlers Green Circle
# 600

Greenwood Village, CO 80111
303-690-1927

Mitch Ryan - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4083

John Musolino - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
303-545-1802

Saddle River Capital Management

1011 South Valentia Street
Suite 138

Denver, CO 80247
303-923-3371

Oxford Financial Planners

835 Second Ave
Suite 323

Durango, CO 81301
970-375-1291

The Nissim Lembeck Wealth Management Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5004

Jennifer Owens, CFP - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5827

Matthew Lamarche, CFP, CIMA, CRPC - UBS Financial Services Inc.

Downtown Denver
370 17th Street

Denver, CO 80202
303-481-1504

Elizabeth Willenbrock - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-8981

Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver, CO 80202
720-399-5555

Erickson Financial

155 East Boardwalk Drive
Suite 300

Fort Collins, CO 80525
970-226-2541

Heirloom Wealth Management

385 Inverness Parkway
Suite 390

Englewood, CO 80112
720-328-2877

Happy Valley Capital

30752 Southview Drive
Suite 100

Evergreen, CO 80439
303-674-5558

Richard Allen Mollandor - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5807

Become The Banker

6860 S. Yosemite CT.
#2000

Centennial, CO 80112
303-779-6600

Tedstrom Wealth Advisors

1999 Broadway
Suite 1415

Denver, CO 80202
303-996-6514

Bull & Bear Financial Outfitters

11351 Main Range Trail

Littleton, CO 80127
303-215-1313

Beneficent Long Term Care VA & Medicaid Education

665 Southpointe Ct
100

Colorado Springs, CO 80906
719-645-8350

JW Lerew Company

2260 South Xanadu Way
Suite 265

Aurora, CO 80014
303-745-0438

Foothills Insurance

7100 Broadway
Suite #5000

Denver, CO 80221
303-469-1293

KS Retirement Solutions, LLC

1736 Hillcrest Dr

Delta, CO 81416
970-874-9300

Team Behnfield and Guidi - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6200

Joseph S. Sturniolo & Associates, Inc.

7535 East Hampden Avenue
Suite 501

Denver, CO 80231
303-695-4363

Yampa Valley Insurance Agency

502 Buena Vista Court

Steamboat Springs, CO 80487
970-819-4579

Cornerstone Financial Strategies

2324 23rd Avenue

Greeley, CO 80634
970-590-3971

Lighthouse Advisors, LLC

8181 Arista Place
Suite 100

Broomfield, CO 80021
858-583-1676

The Zabarsky Group

362 Detroit Street
Suite B

Denver, CO 80206
516-374-3946

Executive Wealth Planning

5619 DTC Parkway
Suite 1050

Denver, CO 80111
720-354-3858

Alliant Retirement and Investment Services

4600 S Syracuse St
#900

Denver, CO 80237
773-462-8822

Elevated Wealth Strategies

2150 West 29th Avenue
Suite 520

Denver, CO 80211
303-900-9102

First Command Financial Advisor - Alysse Forde

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Bill Kurtz - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5804

Mark A. Ruccolo, CFP - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3978

First Command Financial Advisor - Beth McKiernan

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Western International Securities- Peter B. Steege

1700 Lincoln Street
Ste. 2230

Denver, CO 80203
720-932-6723

Spruce Financial

2470 Patterson Road
Unit 5 Suite 1

Grand Junction, CO 81505
720-289-1736

Wilson & Klenovich Financial Planning

4456 S Whispering Circle

Colorado Springs, CO 80917
719-550-4150

G5 Financial Group, Robert Bachman

5445 DTC Parkway
Suite 825

Greenwood Village, CO 80112
720-763-8127

Integrated Wealth Strategies, Inc.

6658 Gunpark Drive
Suite 101

Boulder, CO 80301
303-927-7201

Spence Cassidy Wealth Partners

1430 Larimer Street
Suite 203

Denver, CO 80202
928-600-0401

Kathy Spencer - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5508

The Crestone Company

524 S Cascade Avenue
Suite 5

Colorado Springs, CO 80903
719-473-0802

Pilkington Financial Services

226 South 2nd Street

Sterling, CO 80751
970-522-6836

Allen Pierce - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5019

Chris Dietz - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4831

First Command Financial Advisor - Tyler Otto

3033 S Parker Road
Suite 400

Aurora, CO 80014
303-695-1199

First Command Financial Advisor - Chainsaw McCullough

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

First Command Financial Advisor - Michael Cordrey

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

First Command Financial Advisor - Corry Prestidge

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

Lauren Sigman, Robertson Stephens

100 Fillmore Street
Ste 500

Denver, CO 80206
303-927-0892

Huff Insurance & Financial Services

32186 Castle Ct
210

Evergreen, CO 80439
303-674-5144

Ryan Halvorson - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-475-3644

The Cherry Creek Group - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5100

Eric Jenson

303-220-2521

Mary C Wright - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6225

Oliver Asset Management

1729 Terry St

Longmont, CO 80501
303-485-7509

Hasson Financial, LLC

7800 East Union Avenue
Suite 450

Denver, CO 80237
303-755-7600

Allstate Personal Financial Representative: Bradley McNeill

12835 E Arapahoe Road Twr II
Ste 150

Centennial, CO 80112
720-988-6954

Oakwood Homes - Support Center

4908 Tower Rd

Denver, CO 80249
303-486-8500

Banning Lewis Ranch - The Enclave - Oakwood Homes

9322 Dome Run Ct

Colorado Springs, CO 80927
719-380-5083

Green Valley Ranch - Oakwood Homes Horizon/Meridian Collection

21880 E 46th Pl

Aurora, CO 80019
303-486-8507

Reunion - Oakwood Homes - Carriage House

10519 Truckee St

Commerce City, CO 80022
303-486-8840

Reunion - Oakwood Homes - Horizon Collection

17596 E 103rd Ave

Commerce City, CO 80022
303-486-8566

Michael Hart

303-948-0235

Morgan Stanley Financial Advisors

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6200

Purpose Planning

1980 DOMINION WAY
SUITE 200

Colorado Springs, CO 80918
719-590-4110

MassMutual Colorado

3039 West 22nd Avenue

Denver, CO 80211
303-378-3996

Gibbs-Cates Wealth Management - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-267-3045

The Mossa Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3191

David Tonk - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-475-3636

Helms Shadid Group - Morgan Stanley

940 Main Ave

Durango, CO 81301
970-385-7124

Cooper / Taylor - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5108

Morgan Stanley Financial Advisors

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5501

John Buchanan - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4857

Nimock Wealth Management Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5049

The Polner Wealth Management Group - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5331

Rick Berry - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2167

Peter R Mangold - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4860

Karasik Cohen Group - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
847-441-3678

Ward Cerny - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4880

John Christian Hiles Jr. - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4072

David Wayne Weinbender - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5844

Denver, CO Private Wealth Management - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
800-722-2408

Sara Hemmings - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5506

Lindsey Boyd - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
303-545-1814

Linda S Kalat - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9644

Rory Lindquist - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6205

Neil Lubar - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6252

Anthony Knaubert

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

Nimock Wealth Management - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5049

Wealth Evolution Group

620 E Main St

Frisco, CO 80443
303-586-8890

Donald Cooley

303-220-2521

Harry Jewett - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9608

First Command Financial Advisor - Bobby Lane

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

First Command Financial Advisor - Chad Holland

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Steven S Murray - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5128

Webster-Nystrom Wealth Management - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5351

Andrew J Burwell - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6317

Martin Agebrand - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2362

David M. Young - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5017

Allstate Personal Financial Representative: Jeff Martin

9825 S Parker Rd

Parker, CO 80134
720-313-2056

Allstate Personal Financial Representative: Christopher Kinsky

9200 W Cross Dr
Ste 514

Littleton, CO 80123
303-973-8707

Austin Trevino - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5016

The Coleman Merchant Group - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4087

Cynthia Ann Hansen - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-0894

The Beacon Group of Boulder - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6233

Allstate Personal Financial Representative: Seth Luera

363 S Harlan St
Ste 112

Lakewood, CO 80226
303-353-1465

First Command Financial Advisor - Alan Wesenberg

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

Allstate Personal Financial Representative: James Quinn

333 W Hampden Ave
Ste 760

Englewood, CO 80110
303-957-6036

Sean O'Kelly - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5140

John Baldassari - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-475-3649

Michael C. Cates, CFP - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-267-3045

First Command Financial Advisor - Will Bartels

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Financial Framework, LLC - A Horace Mann Agency

8774 Yates Dr
308

Westminster, CO 80031
720-269-4899

Allstate Personal Financial Representative: Candice Gilbert

245 Century Cir
Ste 203

Louisville, CO 80027
303-665-0585

First Command Financial Advisor - Bob McAdams

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

First Command Financial Advisor - Ross Mortensen

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

First Command Financial Advisor - Kevin Hollis

3033 S Parker Road
Suite 400

Aurora, CO 80014
303-695-1199

First Command Financial Advisor - Tom Soper

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Gary W Edgar - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5513

Todd Hauer - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2406

The Welley/Givens Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6200

Judith Constantine - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4838

Samantha Ediger - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5505

Allstate Personal Financial Representative: Ronald Fahlgren

12500 E Iliff Ave
Ste 350

Aurora, CO 80014
303-695-1720

Brian Lindsey - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-475-3637

Christopher Toney - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5121

Carter K Dammen - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4061

Sean Powers, Robertson Stephens

100 Fillmore Street
Ste 500

Denver, CO 80206
303-927-0892

Madison A. Carter - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5169

Donna Dieters - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-475-3629

G Bruce Hemmings - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5514

The Hauer Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2406

First Command Financial Advisor - Bruce Fike

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

Michael J Hood - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9648

Kent A Welley - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6201

Lawrie Boyd - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6209

Kenneth Klein - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4020

The Peterson Bonnie Group - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4828

Anastasia June Duble - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
614-442-6259

Morgan Stanley Financial Advisors

1550 Market St
Suite 600

Denver, CO 80202
303-572-4000

Morgan Stanley Financial Advisors

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2300

Rudy Lasry

873 wolverine Court
Suite 240-A

Greenwood Village, CO 80108
303-220-2521

First Command Financial Advisor - Thomas Beuerman

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

Mike Stone - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2345

Kevin Kopp - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9635

Allstate Personal Financial Representative: Edward Meracle

1745 Shea Center Dr
Ste 400

Highlands Ranch, CO 80129
636-233-2034

Neil Kavo - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
561-650-1506

Chris P Eissinger - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
303-545-1815

Michael A Markovich - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9633

Noel Todd Wickwar - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2040

The BlueWater Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6205

Nicholas Ryan Jones - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2336

Edward May - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2417

Morgan Stanley Financial Advisors

115 E. Riverwalk
3rd Floor

Pueblo, CO 81003
719-545-6630

John T Skalet - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2381

Calvin Mason - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
719-288-1316

Morgan Stanley Financial Advisors

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-633-1793

The Pikes Peak Group - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-633-1793

John Hogan - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4015

First Command Financial Advisor - Devin Statham

3033 S Parker Road
Suite 400

Aurora, CO 80014
303-695-1199

Jeff Nelligan - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9621

The Baseline Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6216

Harold B Heuer - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4849

Morgan Stanley Financial Advisors

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5100

Jeanette Cox - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9731

Cherry Creek, CO Branch Office - UBS Financial Services Inc.

205 Detroit Street
Suite 205

Denver, CO 80206
303-481-1500

Peacock Wealth Management Group - UBS Financial Services Inc.

3711 John F. Kennedy Parkway
Suite 410

Fort Collins, CO 80525
970-498-4039

Ric Martin - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2400

The Harter Breen Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9636

William C. Neuens - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-5614

Jeffrey Nemechek - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3185

Shannon Ross - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-475-3638

Kurt Crandall Nielsen - UBS Financial Services Inc.

10375 Park Meadows Drive
Suite 400

Lone Tree, CO 80124
303-267-3022

Reed Meyer

303-221-3639

Allstate Personal Financial Representative: Jason Woodard

10465 Melody Dr
Ste 117

Northglenn, CO 80234
303-410-2969

Allstate Personal Financial Representative: Tom Schafer

5935 S Zang St
Ste 270

Littleton, CO 80127
720-373-0854

Brian Casey - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9697

Mollandor Owens Wealth Management Group - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5827

James A. Cooper - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-8984

Paul Atkinson, CIMA - UBS Financial Services Inc.

10375 Park Meadows Drive
Suite 400

Lone Tree, CO 80124
303-267-3086

Hansen Wealth Management Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-0894

First Command Financial Advisor - Christie George

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Stephen L Stribling - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-925-9730

Arthur Segall - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2361

Monte G. Miller - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5816

The IRA Specialists

9085 East Mineral Circle
Suite 125

Centennial, CO 80112
303-771-4727

Michael V. Robben, CFP, CIMA, CRPC, CPWA - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-267-3024

Scott Winter - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6322

Adam Goble - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5512

Trine Ford - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5362

Mark Michalek - UBS Financial Services Inc.

4600 S. Ulster St. Ste 700
Metro Point One

Denver, CO 80237
303-481-1484

Jerry R Reiff - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9616

Michael D Edwards - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9606

G5 Financial Group

2660 Hanovertown Drive

Colorado Springs, CO 80919
719-640-5004

Jane McMillan, CFP, CIMA - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-804-7685

Ronald Charles Kemp, CIMA, CRPC - UBS Financial Services Inc.

370 17th Street

Denver, CO 80202
303-820-5772

Todd Hatfield - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
303-545-1801

Skylar Schofield - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6315

John Mulstay - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2031

Rob McAllister Jr. - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6218

McMillan Wealth Management Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-804-7685

The Cope Marcoux Group - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1514

David B Kraatz - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9645

Schuyler Everett Grey III - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2045

The Willenbrock Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-8981

Daniel Lewis Green, CRPC - UBS Financial Services Inc.

10375 Park Meadows Drive
Suite 400

Lone Tree, CO 80124
303-267-3050

Gary A. Cooper - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5064

The Uhlberg-Palmer Group - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1523

The Moses/Rich Team - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5317

Peter B. Ford - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5372

Edgar Henry Bachrach - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5328

The Inverness Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9695

Nathan J. Matthews, CFP, CDFA - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-5606

Nicholas G. Bode - UBS Financial Services Inc.

3711 John F. Kennedy Parkway
Suite 410

Fort Collins, CO 80525
303-441-5352

Evan Arrowsmith - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-689-2648

Morey Perlmutter, CIMA - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3166

Sterling Crowe - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5095

Daniel Barotz - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5041

Glenn E. Malloy, CFP - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3977

Allstate Personal Financial Representative: Todd Antoniuk

4800 Baseline Rd
Ste D200

Boulder, CO 80303
303-883-7872

Patricia Miller, CFP, CPWA, CDFA - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5092

Aspen Creek Wealth Strategies

7222 Commerce Center Dr
245

Colorado Springs, CO 80919
719-722-2992

First Command Financial Advisor - Jamie Bartels-Giddings

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

A. Sheffield Tulp - UBS Financial Services Inc.

Downtown Denver
370 17th Street

Denver, CO 80202
303-481-1511

Michael L. Cope, CIMA - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1513

Karalee F. Myers-Artzer - UBS Financial Services Inc.

Downtown Denver
370 17th Street

Denver, CO 80202
303-820-5007

Brian C. Cates, CEPA - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-267-3043

William Kobernusz - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-689-2642

The Brolyer Group - UBS Financial Services Inc.

3711 John F. Kennedy Parkway
Suite 410

Fort Collins, CO 80525
970-498-4014

Mark Allen Mollandor - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700